Thomas Richard Mcdermott

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 09/2025
  Avantax Advisory Services
  Freehold, NJ
• 08/2020 → 09/2025
  Avantax Investment Services, Inc.
  Freehold, NJ
• 06/2015 → 09/2017
  Toms River Recreation Department
  Toms River, NJ
• 06/2019 → 08/2019
  Prudential Advisors
  Newark, NJ
• 02/2018 → Present
  Zonin Wealth Management
  Freehold, NJ
• 10/2013 → 12/2019
  Mp Mcdermott & Associates
  Toms River, NJ
• 12/2020 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Freehold, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Freehold, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2026 → Present
  Oujo Wealth Strategies
  Wall, NJ

Previous Registrations

• 2020-12-14 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Freehold, NJ
  Toms River, NJ
  Palm Coast, FL

Other Businesses

1) Zonin Wealth Management; 35 Court Street, Freehold, NJ 07728; Employee; 2/23/2018; 160hrs; 130hrs; I am an assistant to the advisor helping with paperwork and other tasks. These tasks include email correspondence with clients, answering phone calls and assisting with non-investment and non-insurance related questions 2) MP MCDERMOTT & ASSOCIATES; POSITION: Bookkeeper NATURE: Completing bookkeeping write up work and assisting in simple tax returns. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2022; 801a main street, Toms River NJ 08753; Bookkeeping and occasional simple tax returns 3) NAME OF OTHER BUSINESS: OUJO WEALTH STRATEGIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT/ FINANCIAL SERVICES; START DATE: 06/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2020-12-11

Designations

• Certified Financial Planner